Mason Investment Advisory Services’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $265K | Buy |
1,852
+22
| +1% | +$3.15K | 0.01% | 66 |
|
|
2025
Q1 | $306K | Buy |
+1,830
| New | +$306K | 0.02% | 58 |
|
|
2023
Q1 | – | Sell |
-1,395
| Closed | -$250K | – | 69 |
|
|
2022
Q4 | $250K | Buy |
+1,395
| New | +$250K | 0.03% | 73 |
|
|
2022
Q1 | – | Sell |
-10,364
| Closed | -$1.22M | – | 97 |
|
|
2021
Q4 | $1.22M | Sell |
10,364
-10,274
| -50% | -$1.21M | 0.1% | 44 |
|
|
2021
Q3 | $2.09M | Hold |
20,638
| – | – | 0.22% | 17 |
|
|
2021
Q2 | $2.16M | Buy |
20,638
+2,585
| +14% | +$271K | 0.22% | 12 |
|
|
2021
Q1 | $1.89M | Buy |
18,053
+10,380
| +135% | +$1.09M | 0.2% | 15 |
|
|
2020
Q4 | $648K | Sell |
7,673
-38
| -0.5% | -$3.21K | 0.08% | 57 |
|
|
2020
Q3 | $555K | Hold |
7,711
| – | – | 0.08% | 57 |
|
|
2020
Q2 | $688K | Sell |
7,711
-128
| -2% | -$11.4K | 0.1% | 50 |
|
|
2020
Q1 | $568K | Sell |
7,839
-642
| -8% | -$46.5K | 0.1% | 55 |
|
|
2019
Q4 | $1.02M | Hold |
8,481
| – | – | 0.15% | 50 |
|
|
2019
Q3 | $1.01M | Hold |
8,481
| – | – | 0.16% | 51 |
|
|
2019
Q2 | $1.06M | Sell |
8,481
-1,318
| -13% | -$164K | 0.18% | 43 |
|
|
2019
Q1 | $1.21M | Buy |
+9,799
| New | +$1.21M | 0.33% | 25 |
|